Financial Planning for the Millenials

We firmly believe in families becoming knowledgeable of their financial options as to the level of comfort with your everyday life. We take a holistic approach when assessing the need of each individual’s unique situation. We ask the necessary questions to better understand each client’s current financial situation.

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Investment Planning

We work together to find the best investment asset allocation by better understanding your unique situation.

Financial Planning

We incorporate all aspects of an individual or families financial picture in order to help you realize your financial health.

401(k) Guidance

We help you better understand the options within your plan and upon a change of job, we help with making the next step the right step.

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Disclosure:

Jamar Jones is a registered representative with the following registrations [Series 7 & Series 66 License] and can transact business with clients in Texas. Jamar Jones is also an investment adviser agent licensed in Texas. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the Internet.

Securities offered through HD Vest Investment Services, Member SIPC, Advisory Services offered through HD Vest Advisory Services, 633 North State Highway 161, 4th Floor, Irving, Texas 75038.

Kinwest Capital Advisors is not a registered broker/dealer or independent investment advisory firm.

Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside business, but these services are separate and apart from HD Vest.

Check the background of this investment professional on FINRA’s BrokerCheck.